CRM and ERP are like the yin and yang of your business, working together to create a powerful force for customer satisfaction and efficiency. You'll realize even greater benefits when you integrate the two tools.
How? Insightly's sales engineer, Luke Wade, will walk you through two powerful use cases for integrating Insightly CRM and NetSuite ERP.
1) A closed/won opportunity in Insightly will create a sales order in NetSuite
2) A status change in NetSuite will be passed back into Insightly
Both use cases are made possible using Insightly's integration automation engine, AppConnect. Watch the demo to see it in action.
Want to learn more or dive deeper with specific features for your growing business? Request a personalized demo with the Insightly team: bit.ly/3J5vsJy
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18 сен 2024